Fidelity U.S. Dividend for Rising Rates Index ETF seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Fidelity Canada U.S. Dividend for Rising Rates Index. This Fidelity ETF invests primarily in dividend-paying equity securities of U.S. companies.
|MSFT||Microsoft Corporation||5.77 %|
|AAPL||Apple Inc||5.10 %|
|JNJ||Johnson & Johnson||2.08 %|
|JPM||JPMorgan Chase & Co||1.85 %|
|PG||The Procter & Gamble Company||1.78 %|
|VZ||Verizon Communications Inc||1.78 %|
|HD||The Home Depot, Inc||1.77 %|
|T||AT&T Inc||1.62 %|
|V||Visa Inc||1.62 %|
|UNH||UnitedHealth Group Incorporated||1.60 %|
|ZSP:CA||BMO S&P 500 Index ETF (CAD)||0.08 %||
|XSP:CA||iShares Core S&P 500 Index ETF..||0.09 %||
|VFV:CA||Vanguard S&P 500 Index ETF||0.08 %||
|VUN:CA||Vanguard U.S. Total Market Ind..||0.15 %||
|XUS:CA||iShares Core S&P 500 Index ETF||0.09 %||
|ZUE:CA||BMO S&P 500 Hedged to CAD Inde..||0.08 %||
|HXS:CA||Horizons S&P 500 Index ETF||0.11 %||
|ZDY:CA||BMO US Dividend ETF (CAD)||0.30 %||
|VSP:CA||Vanguard S&P 500 Index ETF..||0.08 %||
|XUU:CA||iShares Core S&P U.S. Tota..||0.07 %||
|Market Performance vs.
Industry/Classification (US Equity)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||8.13%||77%||C+||81%||B-|
|Risk Adjusted Return||29.82%||8%||F||53%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The company had positive total cash flow in the most recent four quarters.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company has under performed its peers on annual average total returns in the past 5 years.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.